I would like to send a daily or weekly email reminder to clients who have yet to sign for renewals business, is this possible natively in Dealhub, or should I build it out in Salesforce?
Question
Sending a reminder to sign
+1+1Hi Mike,
Great question!
Each sales user can manually send a reminder to their buyers to sign a pending DealRoom.
To to this, being in the Proposals page you need to click the bell icon at the top right corner of the page:
Once you click it you will see the list of your published Dealrooms and also some user actions made in the DealRoom such as opened, shared, added a file, revision, etc.
Next to the email of the buyer who opened the DealRoom, you will see the bell icon:
Clicking it will send a reminder email to the buyer signer.
Hope this helps!
+1Thanks for reply
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